Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Evangelista is an active Registered Investment Advisor and Registered Representative. Kenneth has over 25 years of experience in the financial services industry. Kenneth is currently registered with CG Advisory Services in Michigan and Texas. Kenneth is also a Series 3, 7, 9, 10, 63 and 65 licensed professional. Kenneth has worked with a number of firms over the years including Geneos Wealth Management, Inc., WFG Investments, Inc., Invest Financial Corporation, Royal Alliance Associates, Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, Pruco Securities Corporation and American Express Financial Advisors Inc. Kenneth specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to high-net-worth individuals, corporations, and pension and profit-sharing plans. Kenneth's commitment to providing clients with personalized, comprehensive financial guidance has earned them a reputation for trust and integrity.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
10/16/2014 - Present
CG Advisory Services (WILLIAMSTON MI)
MI
09/21/2017 - 04/27/2023
GENEOS WEALTH MANAGEMENT, INC. (Haslett MI)
MI
05/15/2015 - 09/21/2017
WFG INVESTMENTS, INC. (WILLIAMSTON MI)
MI
04/08/2009 - 05/18/2015
INVEST FINANCIAL CORPORATION (WILLIAMSTON MI)
MI
12/12/2005 - 04/13/2009
ROYAL ALLIANCE ASSOCIATES, INC. (BRIGHTON MI)
MO
07/01/2003 - 10/20/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
02/06/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
05/25/2000 - 02/27/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MN
06/11/1996 - 05/31/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/11/1996 - 05/31/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/22/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2003
Series 3 - National Commodity Futures Examination
BC
Issued 06/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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